Reporting

SummaryUsers cannot share a link to their current view when working on a Genesis page. This breaks a common collaboration workflow — e.g. a Finance user filtering a report to a specific scenario or entity and sending a colleague a link straight to that same view — which already works today on classic dashboards.The technical root cause: a Smart Link can currently only open the Genesis container dashboard, not a specific page inside it. Which page displays is controlled by the internal cph_Nav_Home_(Main) parameter, which OneStream Support confirmed cannot currently be set or read from a Business Rule or Smart Link.Requested enhancementA supported way to target a specific Genesis page when building a Smart Link A supported way to read the current Genesis page's identity from a Business Rule bound to that page (equivalent to args.PrimaryDashboard.Name for classic dashboards), so one reusable rule can link back to whichever page the user is on, without hardcoding.ImpactWithout this, teams

Hi, I have created an admin dashboard for forecast. I want a text box that shows parameter values, but there is a separate parameter for each Scenario. ScenarioParameterForecast_MarCopyLatestActualsToFCT_MarForecast_JunCopyLatestActualsToFCT_JunForecast_SepCopyLatestActualsToFCT_SepForecast_Dec CopyLatestActualsToFCT_NovCopyLatestActualsToFCT_Dec The parameter has either value False/True and depending on the value, the business rules that are initiated via the dashboard will do different things.  The dashboard is shared between the WFs/Scenarios.How do I create a text box that gives me the parameter name and value?e.g. when I use WF Forecast_Mar I want the textbox to say: "Forecast_Mar = (Value)"December has double parameters why I need both to be shown, "Forecast_Nov = (Value), Forecast_Dec =  (Value)". Is it possible to do this using standard functionality for parameters (e.g. create a new parameter that picks the values from the others that I then link in my dashboard). I

How can we format the Header Row of a BI Viewer Grid (ex background color, bold, etc)? I see how to conditionally format the data rows, but I don't see anything for the header row....

I installed the wrong Excel add-in on my new computer (7.0.1 when our tenant is only compatible with 6.6.0 or lower). Now, when I open Excel and try to logon, I get the below error message. I have figured out that if I manually disable the OneStreamExcelAddin.XFFunctions and completely close out of Excel then, when I restart it, I'm able to logon. The annoying part is, if I forget to disable it and close out of Excel, the next time I use Excel I have to go through that whole process of saving and closing all my workbooks, disabling the add-in, restarting Excel, just to use the add-in. I'm thinking there must be something leftover from the previous install that is causing this and I've tried to completely wipe everything from the initial install before installing the correct version but to no avail. Has anyone else experienced this and know what steps I can take to remediate? (I should also note that I made the same mistake on my old computer and had the same issue, so this does not jus

Dear all, We have a case in which the client needs several copies of the same CV in excel, but having different parameters (selecting an account node) for each CV. Is it possible?We know that defining the parameter internally in an excel file helps to avoid asking for that parameter again.We tried to put 1 CV connection per sheet and one parameter per sheet, but it seems that only the 1st parameter is read and then updates all CV connections following this 1st set parameter. Do you have any idea how to deal with this in order to keep different parameters for each CV connection?Thank you for the help.Best regards,Carlos

Hello ! I would like to bring some animations on my dashboard.Anything from animated gif, autoplayed videos, CSS code ... that could be useful !I have tried adding "file viewer" for an MP4 video but the "auto play" attribute doesn't seem to work. I've also tried animated gif, but these are not played as well.Do you know any ways to overcome static objects on the homepage ? Regards,

Dear community, I currently have an html document which is located in the file Explorer under "Documents/Public" folder. I am trying to get this HTML document to be presented into the components, embedded in a dashboard. However, with either a Web Content component or a File Viewer component (which will pinpoint to this specific file in Application Database File, as soon as I open the dashboard, it will load the html page into my default browser... I am using OS v8.1 ... is it a known bug or the expected behaviour ? What is even more strange, directing the Full File Name to a URL will correctly open a document in a dashboard ... Regards,

Hi,Anyone on Version 8 who's actually tried to use this 'enhancement' feature in Cube Views?  We requested this on Ideastream a long time ago with a lot of support. I can see this command is now available in the header format dialog; however, it would appear that the only thing it does is change the header from left justified to center view.  There does not seem to be a way to actually 'merge' column headers, despite the fact that it's called "MergeAndCenter". Even the system documentation appears to confirm this behavior. Someone please tell me I'm missing something here and it actually is possible to merge column headers, because we really really wanted this feature. Thanks

Hi everyone, I'm curious if there is any information on how to use the dynamic parameters in the dynamic dashboard service. I've created a form is dynamically generated from a SQL query - essentially the query results contain the text I want to display next to the component, the type of component, the bound parameter for the component, etc. I also have a field for "list of values" that I'd like to use as the display and value items for the bound parameter for Combo Box components. Here's a screenshot of the table that holds this information: Right now when I generate the form, parameters bound to text boxes don't have to exist in the maintenance unit and I can use these parameters to collect data and save to a table I created on the database. For the combo box parameters, however, I currently have to create those in the maintenance unit. It feels like there should be a way I can fetch the display and value items based on my List of Values column for a dynamically generated parameter,

The background fill color on the header is not filling the entire space when viewed in PDF. You can see on four of the six columns there is white space where the text is shorter. I need the teal color to fill to the bottom of the header space, and not just exist where the text is located. It works fine in excel and cube view. The issue only exists in report PDFs. Does anyone know of a way to accomplish this? Report/PDF: Excel:  Cube View: Here's an example of a PDF that looks good because the length of the header text is more comparable across the columns:   I'm sure there's a way to accomplish this through a Custom Report Formatting rule or formula. I'm trying to avoid this, as I feel the formatting should already default to what I want. But, if I have to go this route, I will. Thanks in advance!

Hi all,We encountered an issue with the ABS function in a GetDataCell formula. Our cube view has two rows: the first tagged to account A#100, and the second with the formula GetDataCell(ABS(CVR(Row1))). The data displays correctly in the data explorer, but when using ‘Show Report’ or ‘Export to Excel,’ both rows show the absolute value of the original amount, which is not the expected output. An example is provided belowData explorer view (correct amount)Row NameMember FilterOutputRow1A#100$ -1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Show Report/Export to Excel view (incorrect amount)Row NameMember FilterOutputRow1A#100$ 1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Does anyone know whether this is an issue in OneStream? Thank you.Best,Jacky

We havre an issue running Onestream Addin with BPC and Hyperion addin at the same time.any solution on this issue?Thank you 

Dear Community,   It is very easy for a user to add comments on a given cell, using data attachments : However, what are the reporting possibilities for such comments ? Could we use them in dashboard, for instance to be shown as footnote of a dashboard ? Or could these be used as footnotes in pixel-perfect pdf documents generated from a cube view ?   Many thanks,

Hi folks: I am searching for suggestions to improve reporting performance in dashboards. We have a couple of simple, executive dashboards that consist of 5-10 tabs of cube views. These work great for managing a common set of reports for end users.  Parameters are managed within the dashboard and persist when switching cube views (tabs); all that works great. However, users complain that it is slow to switch between cube views (tabs).  It appears that each cube view is re-run when switching tabs rather than simply displaying the data that was previously refreshed.  While most reports take <2 seconds to run, a few can take in the 8-15 second range which is deemed unacceptable. Are there any methods (formal or hacked together) for caching cube view results so that switching tabs simply displays already refreshed data rather than re-running the cube view? Thanks,   -db

Hi Team, Is there any way to extract the SQL Table Editor to an Excel File?  Currently I have a SQL table editor with multiple pages and the default extract method by right clicking on the column/rows is just extracting one page. Is there a way to extract the full table into an excel file? Thanks.

I'm getting the below error message regarding location when trying to save a file with multiple XFGetCell formulas offline.  I've updated my preferences that an earlier question showed as a solution and refreshed the workbook (again) before attempting to save...but am unable to save the file without the formulas.  I've tried directly to my desktop, various folders, where downloads go.... I can't find an acceptable location.  Any help would be appreciated.    

Hi everyone,  Is there a possibility restrict the user only view the comment in specific CV and specific column cell.

I have a cube view with a parameter on UD5 |!param5!| that I would like to put in a tabbed dashboard that has one tab for specific members in UD5. I though the way to do this would be to use the literal parameter values in the Dashboard Properties. I have tried entering the following:param5=member1and done this for 4 dashboards. The problem is, ALL the dashboards have the value of member4 since this was the last dashboard in the list to be rendered. If I swapped the order (1,2,4,3) then all dashboards have member3 as the filter. I have tried setting the parameter up as a literal and input parameter and it behaves the same way.Is there something wrong with the syntax? TIA,James  

Hi, I am trying to create a OneStream Book that contains data in Excel format instead of PDF from a dashboard component. Currently, the book uses a dashboard report component to generate a .xfDoc.pdfBook containing the data, which Parcel Service then attaches to a list of emails and dispatches in a zipped folder. I attempted to create a book that retrieves the data from the same dashboard component but in .xfDoc.xlBook format. However, every time I run the Parcel Service to dispatch the file in Excel format, the Excel file is blank. Could you please advise if there is a way to obtain the same data in the Excel attachment as we have in the PDF attachment? Thank you

Hi, A dynamically calculated KPI returns "Nothing" for future months in the Actuals and therefore I expected the line in the advanced chart to stop at the current month. However, it's not doing that, instead it is dropping to zero, creating a rather undesirable effect. I can't imagine that this is the default behavior of OneStream. Am I doing something wrong? Did I overlook a setting or is there another way to prevent the drop to zero for non-existing data?

Am i just missing something or is there not a simple way to produce a total row in a cube view? I have one row that pulls a list of accounts based on a combo box selection. When I try to use GetDataCell(CVR(Row1) it only brings me the total for the first line in that 'row'. I feel like there should be an out of the box option to grab the total of row 1 that may have multiple accounts. 

I am using header overrides on my columns to create three column expansion levels. I need to add conditional formatting based upon the header display text of "HPU" in this third expansion so that only sections with "HPU" in the header are set to three decimal places.  I do not want to build every HPU column separate from the others, as this would require the build of 108 columns, instead of 12 columns. The system will not let me call that third expansion level in my conditional formula. Any help would be greatly appreciated!

Dear Community, How can we override the GetDataCell method in rows? In columns, I have a Ud8 member with V#Annotation(which pulls text1 property from Entity). In the screenshot below, the rows displaying "ROW" and "OTHER" are not using the GetDataCell method in rows. However, the rows with " - " are using GetDataCell in the row member filter. I attempted to override the method, but Getdatacell is not being overridden. How can I display text in those rows?I need to display the text1 property in those columns.  

I have a member filter loop set up to cycle through the children members of a parent entity in a report book using |Loop1Variable|. I also have |Loop1Variable| in the Page Caption of the cube view for the report book. Currently, the report book shows the name of each entity in the loop. What do I do to get the description of each entity in the loop to appear on the report?

Does anyone know how to remove the highlighted crosshair label?  When adding crosshairs to advanced charts, the legend pops up, however, an additional field pops up that is not formatted accordingly.